See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,301 | $172,111-83.0% | $150,298-80.5% | $137,256-78.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 9.65% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $7,653 | $4,636+65.1% | $4,154+84.2% | $4,156+84.1% |
| Participant deferral / active EE | $14,196 | $6,166+130.2% | $5,453+160.3% | $6,407+121.6% |
| Admin fee / account holder | $36,636 | $16,471+122.4% | $14,116+159.5% | $12,270+198.6% |